Month: November 2025
Nvidia sent a strong signal on AI infrastructure — but is it a bubble barometer?
Nvidia reported strong earnings and forecasts Wednesday, in what analysts saw as a clear signal for continued spending on AI infrastructure. Less clear, however, is whether the results can dispel fears of an AI bubble in markets. Fears have grown in recent months that massive investment in AI by major tech companies could outpace realistic […]
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Nvidia stock pops 5% in premarket trading after stronger-than-expected results
Shares in AI darling Nvidia popped in premarket trade after the U.S. firm beat expectations in third-quarter results after the closing bell on Wednesday. Shares were last trading 5.5% higher at 4:15 a.m. ET. Nvidia topped forecasts for revenue, which jumped 62% to $57.01 billion year-on-year, and issued stronger-than-expected fourth-quarter sales guidance. “There’s been a […]
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CNBC’s Inside India newsletter: Micro-dramas make a leap from China to India, fueling a new content race
This report is from this week’s CNBC’s “Inside India” newsletter which brings you timely, insightful news and market commentary on the emerging powerhouse. Subscribe here. The big story Recent friendly overtures aside, India does not always see eye to eye with China. But when it comes to the battle for eyeballs, the country’s entertainment industry has […]
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AI capex spending fears spread to the bond market following tech jitters
U.S. tech giants’ push to finance a massive artificial intelligence infrastructure boom is testing bond market appetite as investor concerns over capex spending and valuations grow. Major U.S. tech names are tapping the bond markets to fund massive infrastructure expansions, with Meta , Alphabet and Oracle all issuing public debt in October. But in a […]
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European markets open 1% higher as Nvidia results ease investor concerns over AI bubble
LONDON — European markets were higher at the opening bell on Thursday as investors react to strong earnings by artificial intelligence darling Nvidia. The pan-European Stoxx 600 rose 1% in the first few minutes of trade. Stock Chart IconStock chart icon A graph of the pan-European Stoxx 600 Index Nvidia posted third-quarter results after the […]
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CNBC Daily Open: What does Nvidia CEO see from his ‘vantage point’?
Jensen Huang, chief executive officer of Nvidia Corp., during a news conference on the sidelines of the APEC CEO Summit in Gyeongju, South Korea, on Friday, Oct. 31, 2025. SeongJoon Cho | Bloomberg | Getty Images Nvidia on Wednesday stateside reported fiscal third-quarter figures that beat analyst expectations (ironically, nothing unexpected there). It also provided […]
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‘Robotaxi has reached a tipping point’: Baidu, Nvidia leaders see momentum as competition rises
Chinese tech company Baidu announced Monday it can sell some robotaxi rides without any human staff in the vehicles. Baidu BEIJING — Chinese robotaxi companies are expanding abroad at a faster clip than U.S. rivals Waymo and Tesla — at a time when industry leaders say autonomous driving is finally near an inflection point. “I […]
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A cold gold rush? The race for the Arctic’s critical minerals is heating up
Traditional painted houses overlooking sea ice in the Old Nuuk district near the Sermitsiaq mountain in Nuuk, Greenland, on Thursday, April 3, 2025. Bloomberg | Bloomberg | Getty Images A global scramble to exploit the Arctic’s untapped resources appears to be kicking into overdrive. In a push to break China’s mineral dominance, countries around the […]
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‘Landmark partnership’: Singapore’s SGX ties up with Nasdaq for dual listings to boost stock market
Signage for SGX Group at the Singapore Exchange Ltd. stock exchange headquarters in Singapore, on Monday, July 14, 2025. Bloomberg | Bloomberg | Getty Images Singapore is doubling down on its efforts to make the city-state’s stock market more attractive for companies and investors. The country’s bourse has tied up with the Nasdaq to simplify […]
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Walmart will report earnings before the bell. Here’s what to expect
A sign with the Walmart logo is seen outside of a Walmart store in Selinsgrove. Paul Weaver | SOPA Images | Lightrocket | Getty Images Walmart will report fiscal third-quarter earnings before the bell on Thursday and give the latest read on consumer spending as the retail industry heads into the holiday season. Here’s what […]
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